Latest Institutional Transactions on Global X Fds U S Pfd ETF (De) (PFFD)
This table provides information on the latest institutional transactions involving Global X Fds U S Pfd ETF (De) (PFFD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
6New |
$105 - $118
|
6
$116
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-26K- 61.46% |
$454K - $512K
|
16.3K
$313K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11New |
$192 - $217
|
11
$212
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-22K- 55.47% |
$384K - $433K
|
17.6K
$339K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.3K- 72.24% |
$477K - $538K
|
10.5K
$202K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-9- 0.06% |
$157 - $177
|
14.6K
$281K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
17.8K+ 43.64% |
$312K - $352K
|
58.7K
$1.13M
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-66- 0.32% |
$1.15K - $1.3K
|
20.6K
$397K
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.49K- 99.76% |
$43.5K - $49K
|
6
$116
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.13K- 51.07% |
$89.7K - $101K
|
4.91K
$94.6K
|
|
Q3 2023 | |||||||
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-175Closed |
$3.28K - $3.43K
|
0
$0
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-100K- 12.52% |
$1.87M - $1.96M
|
699K
$13.5M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
117+ 0.98% |
$2.19K - $2.29K
|
12.1K
$233K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
162New |
$3.03K - $3.17K
|
162
$3.12K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-567- 2.56% |
$10.6K - $11.1K
|
21.6K
$416K
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
20.7KNew |
$388K - $405K
|
20.7K
$399K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
17.4KNew |
$327K - $341K
|
17.4K
$336K
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
15.8KNew |
$296K - $310K
|
15.8K
$305K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3New |
$56.2 - $58.7
|
3
$57.8
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 2.27% |
$1.87K - $1.96K
|
4.32K
$83.1K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
584New |
$10.9K - $11.4K
|
584
$11.2K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-2.13K- 15.4% |
$39.8K - $41.6K
|
11.7K
$225K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.86KNew |
$53.5K - $55.9K
|
2.86K
$55K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-32K- 97.62% |
$599K - $626K
|
780
$15K
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
3.15K+ 10.0% |
$59K - $61.7K
|
34.6K
$667K
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
37.1KNew |
$695K - $726K
|
37.1K
$714K
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11.6K- 38.46% |
$218K - $228K
|
18.6K
$358K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.52KNew |
$28.4K - $29.7K
|
1.52K
$29.2K
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
27.7KNew |
$518K - $542K
|
27.7K
$533K
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-510- 4.38% |
$9.55K - $9.99K
|
11.1K
$215K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.01KNew |
$75K - $78.4K
|
4.01K
$77.2K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
415New |
$7.77K - $8.13K
|
415
$7.99K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$93.7 - $97.9
|
5
$96.3
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
145New |
$2.72K - $2.84K
|
145
$2.79K
|
|
Q2 2023 | |||||||
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-191- 83.41% |
$3.53K - $3.84K
|
38
$732
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-216- 83.4% |
$3.99K - $4.34K
|
43
$828
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
27.8KNew |
$513K - $558K
|
27.8K
$535K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
479+ 47900.0% |
$8.85K - $9.63K
|
480
$9.24K
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.5K- 19.12% |
$46.2K - $50.3K
|
10.6K
$204K
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-84- 1.06% |
$1.55K - $1.69K
|
7.81K
$150K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-12.4K- 39.46% |
$229K - $249K
|
19K
$366K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.89K+ 1.47% |
$53.4K - $58K
|
199K
$3.84M
|
|
Aug 03, 2023
Q2 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
15.7K+ 1.18% |
$290K - $316K
|
1.34M
$25.8M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
125New |
$2.31K - $2.51K
|
125
$2.41K
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.11K- 61.35% |
$20.5K - $22.3K
|
700
$13.5K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.35K- 0.83% |
$24.9K - $27.1K
|
160K
$3.09M
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-147- 1.08% |
$2.72K - $2.95K
|
13.4K
$258K
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-2.54K- 19.56% |
$46.9K - $51K
|
10.4K
$201K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-127- 16.28% |
$2.35K - $2.55K
|
653
$12.6K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$196K - $213K
|
10.6K
$204K
|